Get Started With Savvy Social Security Planning

The information and resources in this program will help you guide your clients and become known as an expert on
Social Security claiming rules and strategies. Join Savvy Social Security Planning today and start building
your expertise.

Explore the Savvy Social Security Question and Answer forum. It’s the largest collection of Social Security Q&As anywhere. More than 14,000 advisor questions and Elaine Floyd’s answers are all there. Read through previous Q&As or enter your own question and start learning.

Review our Social Security Presentations. There are six FINRA-reviewed presentations you may use to educate your clients and impress centers of influence. Presentation-related marketing materials—including email invitations, postcards, posters and press releases—may also be found on this page.

Becoming known as an expert on Social Security

Download and customize our comprehensive Marketing Toolkit PDF for help in planning and conducting successful workshops. The Marketing Toolkit contains tips and tricks for putting on a great event, as well as checklists to keep you organized every step of the way.

Teach Social Security classes. Practice and prepare to give Savvy Social Security presentations. Whether you give classes, workshops, seminars, or lunch and learns, this is an excellent way to educate the public and become known as a Social Security expert.

Order more copies of the Boomer’s Guide to Social Security, an informative laminated client handout. You should have received 50 copies with your membership. You can hand these out at workshops or give them to qualified clients when they make an appointment with you. Keep a good supply on hand.

Check out our client reprints, a series of client-friendly Social Security articles written by Elaine Floyd. These reprints may be customized with your logo and picture, so they work well as both a marketing tool and an educational resource.

Attend one of our in-person 2-Day Savvy Social Security Planning Intensive Workshops. This intensive 2-day crash course,
taught by Elaine Floyd, CFP®, will help you refine your Social Security knowledge and give you an opportunity to network with other
Savvy Social Security advisors. Be sure to check your email for updates about upcoming workshops. Our 2017 workshops also incorporate an
element of Medicare education.

Sign up for our Savvy Social Security Group Coaching, taught by professional business coach Chris Holman.
These sessions, held by teleconference, will help you retain your Social Security learning and give you the opportunity to
develop collegial relationships with other advisors. If you’re interested, visit this page
and call us at (888) 336-6884, ext. 1.

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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Important Notice

This material is provided exclusively for use
by individuals with an active license to the Savvy Social Security Planning for Boomers program. Use of this material is subject to the
Savvy Social Security Planning for Boomers Program Agreement
and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.